Investor Professional
vor 7 Monaten
**JOB DESCRIPTION**
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
**Job Summary**:
As an Investor Professional in the Private Bank, you will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
**Responsibilities**:
- Monitor client accounts and assist with daily account administration
- Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
- Action advisory and brokerage account trade execution and daily controls over trade settlement
- Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
- Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches
- Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
- Action internal account maintenance and coverage management, as well as internal financial reports
**Required Qualifications, Capabilities and Skills**:
- Fluent in English
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Good judgment and problem solving skills
- Ability to work both independently and as a team player
**ABOUT US**
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
-
Investor
Vor 2 Tagen
Frankfurt am Main, Deutschland Ardian VollzeitInternship - Client Servicing – Investor Relations Internship Ardian is a world-leading private investment house, managing or advising $164bn of assets on behalf of more than 1,600 clients globally. Our broad expertise, spanning Private Equity, Real Assets and Credit, enables us to offer a wide range of investment opportunities and respond flexibly...
-
Investor Development Team Lead
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland Fitch Ratings VollzeitJoin Our Team as an Investor Development Team MemberFitch Ratings is a leading provider of credit ratings, commentary, and research. We are seeking a highly motivated and experienced professional to join our Investor Development Team as a key member.About the RoleThe Investor Development Team is responsible for raising the visibility and engagement of Fitch...
-
Investor Development Team Lead
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland Fitch Ratings VollzeitJoin Our Team as an Investor Development Team MemberFitch Ratings is a leading provider of credit ratings, commentary, and research. We are seeking a highly motivated and experienced professional to join our Investor Development Team as a key member.About the RoleThe Investor Development Team is responsible for raising the visibility and engagement of Fitch...
-
Investor Development Team Lead
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland Fitch Ratings VollzeitJoin Our Team as an Investor Development Team MemberFitch Ratings is a leading provider of credit ratings, commentary, and research. We are seeking a highly motivated and experienced professional to join our Investor Development Team as a key member.About the RoleThe Investor Development Team is responsible for raising the visibility and engagement of Fitch...
-
Investor Development Team Lead
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland Fitch Ratings VollzeitJoin Our Team as an Investor Development Team MemberFitch Ratings is a leading provider of credit ratings, commentary, and research. We are seeking a highly motivated and experienced professional to join our Investor Development Team as a key member.About the RoleThe Investor Development Team is responsible for raising the visibility and engagement of Fitch...
-
Strategic Investor for Global Expansion
vor 2 Wochen
Frankfurt am Main, Hessen, Deutschland theHRchapter VollzeitAbout the OpportunityWe are seeking strategic investors and partners to join us in our mission to expand theHRchapter.com across new markets. Our goal is to strengthen our brand presence, enhance our global capabilities, and increase our global footprint.Key Investment AreasMarket Expansion: Supporting our entry and establishment in key regional...
-
Investor Development Team Lead
vor 3 Wochen
Frankfurt am Main, Hessen, Deutschland Fitch Ratings VollzeitThe Investor Development Team at Fitch Ratings is responsible for raising the visibility and engagement of Fitch ratings with global debt capital market constituents, particularly fixed income investors.As a key member of the team, you will be the voice of the buyside community within Fitch ratings, providing critical feedback on products, research and...
-
Internship - Client Servicing - Investor Relations
vor 2 Monaten
Frankfurt am Main, Deutschland Ardian Vollzeit**Internship - Client Servicing - Investor Relations** **Job summary**: Department.: Investor Relations Contract: Internship Duration: minimum 3 months Location: Frankfurt, Germany Start date: January 2025 **Why Ardian?** Ardian is a world-leading private investment house, managing or advising $164bn of assets on behalf of more than 1,600 clients...
-
Internship - Client Servicing - Investor Relations
vor 2 Monaten
Frankfurt am Main, Deutschland Ardian VollzeitN- Posted by - Nadeschda Kastler- Recruiter**Internship - Client Servicing - Investor Relations** **Job summary**: Department.: Investor Relations Contract: Internship Duration: minimum 3 months Location: Frankfurt, Germany Start date: January 2025 **Why Ardian?** Ardian is a world-leading private investment house, managing or advising $164bn of...
-
Head of Tax Declaration and Investor Reporting
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland State Street Corporation VollzeitJob DescriptionWe are seeking a highly skilled and experienced professional to join our Tax Services team as a Head of Tax Declaration and Investor Reporting. This is a challenging and rewarding role that requires strong leadership and management skills, as well as a deep understanding of tax laws and regulations.Key ResponsibilitiesLead and manage a team of...
-
Head of Tax Declaration and Investor Reporting
vor 4 Wochen
Frankfurt am Main, Hessen, Deutschland State Street Corporation VollzeitJob DescriptionWe are seeking a highly skilled and experienced professional to join our Tax Services team as a Head of Tax Declaration and Investor Reporting. This is a challenging and rewarding role that requires strong leadership and management skills, as well as a deep understanding of tax laws and regulations.Key ResponsibilitiesLead and manage a team of...
-
Frankfurt am Main, Deutschland Ardian VollzeitInternship - Client Servicing – Investor Relations Job summary: Department.: Investor Relations Contract: Internship Duration: minimum 3 months Location: Frankfurt, Germany Start date: January 2025 Why Ardian? Ardian is a world-leading private investment house, managing or advising $164bn of assets on behalf of more than 1,600 clients...
-
Portfolio Monitoring
vor 2 Monaten
Frankfurt am Main, Deutschland PER, Private Equity Recruitment VollzeitPortfolio Monitoring & Development Professional, Renowned PE Firm, Frankfurt, Germany **About our client** Our client is a leading European mid-market sector-specialist investor focusing on businesses that provide mission-critical goods and services across its three core sectors: Business Services, Industrial Tech, and Healthcare. With over 200 investment...
-
Frankfurt am Main, Hessen, Deutschland PER, Private Equity Recruitment VollzeitAbout our clientWe are working with a prominent private equity firm based in Frankfurt, Germany, that invests in companies across the DACH region. The firm is seeking a seasoned fundraising professional to build and maintain long-term relationships with potential and existing investors across DACH and Europe.Key responsibilitiesDevelop and execute investor...
-
Frankfurt am Main, Hessen, Deutschland PER, Private Equity Recruitment VollzeitAbout our clientWe are working with a prominent private equity firm based in Frankfurt, Germany, that invests in companies across the DACH region. The firm is seeking a seasoned fundraising professional to build and maintain long-term relationships with potential and existing investors across DACH and Europe.Key responsibilitiesDevelop and execute investor...
-
Frankfurt am Main, Hessen, Deutschland PER, Private Equity Recruitment VollzeitAbout our clientWe are working with a prominent private equity firm based in Frankfurt, Germany, that invests in companies across the DACH region. The firm is seeking a seasoned fundraising professional to build and maintain long-term relationships with potential and existing investors across DACH and Europe.Key responsibilitiesDevelop and maintain strong...
-
Portfolio Monitoring
vor 2 Monaten
Frankfurt am Main, Deutschland PER, Private Equity Recruitment Vollzeit**About our client** Our client is a leading European mid-market sector-specialist investor focusing on businesses that provide mission-critical goods and services across its three core sectors: Business Services, Industrial Tech, and Healthcare. With over 200 investment professionals across 11 offices, they have established a strong track record across...
-
Frankfurt am Main, Deutschland PER, Private Equity Recruitment Vollzeit**About our client** We are working with a Frankfurt headquartered, established mid-market private equity firm investing in companies in the DACH region. The firm is seeking to hire a seasoned fundraising Manager/Director responsible for building and maintaining long-term relationships with potential and existing investors across DACH and Europe. **What the...
-
Frankfurt am Main, Hessen, Deutschland PER, Private Equity Recruitment VollzeitAbout our clientWe are working with a prominent private equity firm based in Frankfurt, Germany, that invests in companies across the DACH region. The firm is seeking a seasoned fundraising professional to build and maintain long-term relationships with potential and existing investors across DACH and Europe.Key responsibilitiesDevelop and execute investor...
-
Frankfurt am Main, Hessen, Deutschland PER, Private Equity Recruitment VollzeitAbout our clientWe are working with a prominent private equity firm based in Frankfurt, Germany, that invests in companies across the DACH region. The firm is seeking a seasoned fundraising professional to build and maintain long-term relationships with potential and existing investors across DACH and Europe.Key responsibilitiesDevelop and execute investor...